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夜雨聆风 > > 办公文件 > 宏观|如何看待开年经济答卷?(附下载)

宏观|如何看待开年经济答卷?(附下载)

当前时间： 2026-03-21 11:44:22 分类：办公文件 评论(0)
宏观|如何看待开年经济答卷?(附下载)

内容摘要

今年开年经济表现或呈现“1-2 月偏弱，3 月阶段性修复”的局面，整体来看外需强、内需结构分化。

3 月经济边际修复，债市或有扰动，但更加关键的是中期趋势，3 月基本面冲量后，二季度宏观压力可能会进一步显性化，逻辑上利率趋势更加明显。因此，我们维持短期震荡、中期偏多的观点，建议 3 月中下旬开始积极布局、拉长久期。 

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宏观｜如何看待开年经济答卷？-260307-财通证券-17页

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  1. CONNECT:[ UseTime:0.000884s ] mysql:host=127.0.0.1;port=3306;dbname=wenku;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001648s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000701s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000620s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001426s ]
  6. SELECT * FROM `set` [ RunTime:0.000515s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001577s ]
  8. SELECT * FROM `article` WHERE `id` = 478665 LIMIT 1 [ RunTime:0.001626s ]
  9. UPDATE `article` SET `lasttime` = 1774093809 WHERE `id` = 478665 [ RunTime:0.016424s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000687s ]
  11. SELECT * FROM `article` WHERE `id` < 478665 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001189s ]
  12. SELECT * FROM `article` WHERE `id` > 478665 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001225s ]
  13. SELECT * FROM `article` WHERE `id` < 478665 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.004553s ]
  14. SELECT * FROM `article` WHERE `id` < 478665 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.007114s ]
  15. SELECT * FROM `article` WHERE `id` < 478665 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.009329s ]
0.221141s